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How to create individual learning journeys

Create an individual learning journey, set the anchor date, and add participants on their own timeline.

Creating an individual learning journey works much like creating a regular learning journey in Knowly. The main difference is that scheduling is based on an anchor date instead of fixed dates for everyone.


Create the learning journey

  1. Start by creating a new Learning journey 2.0.

  2. Choose Individual as the type of learning journey.

  3. Give the journey a name and complete the basic settings.


'New learning journey' modal with the 'Individual' type selected, a name field filled with 'Onboarding', and a Language dropdown set to 'English'


Creating a new individual learning journey


Set the anchor date

  • The anchor date is the point in time that the rest of the schedule is built around.

  • Rename it so it matches the real event in your journey, such as First day at work.


Learning journey editor with an 'Anchor point' item expanded, showing a dropdown menu with a 'Rename' option highlighted


Renaming the "Anchor date" in an individual learning journey


Add and schedule the activities

  • Add the activities that should be part of the journey.

  • Finish the content for each activity before you move on to scheduling.

  • Open scheduling and decide when each activity should happen relative to the anchor date.

  • For example, you can schedule an activity 1 day after the anchor date or 7 days before it.

  • When you want a reusable setup, it helps to finish the structure and the scheduling before you start adding participants.


Learning journey editor with an activity row on the left and an open 'Scheduling' panel on the right, showing timing set to 1 day after 'Anchor point', delivery time, send channel, a 'Deadline to complete this activity' toggle, and a 'Not visible' visibility option


Scheduling an activity relative to the "Anchor date"

Important. Create and schedule all activities before you start adding participants. If you add new activities later, the participants who are already in the journey will not automatically receive them.


Add participants

  1. Open the People area.

  2. Add the participant and enter their contact details.

  3. Set their anchor date.

  4. Knowly uses that date to generate the participant's personal schedule.


'People' page with empty 'Participants' and 'Managers' columns, an 'Add one by one' button, and options for 'Online signup' and 'Signup through Microsoft Teams'


Opening the "People" area to add a participant


'Add participant(s)' modal showing a participant entry with name and email, an anchor date field labeled 'First day at your job' set to 3/1 with a March 2023 calendar picker open, and an 'Add 1 participant' button


Adding a participant and "anchor date" to an individual learning journey

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